Long Road Investment Counsel

Long Road Investment Counsel as of Dec. 31, 2014

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 68 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 8.4 $9.3M 48k 192.62
CarMax (KMX) 5.4 $6.0M 90k 66.58
Estee Lauder Companies (EL) 4.4 $4.9M 65k 76.20
Illinois Tool Works (ITW) 4.3 $4.7M 50k 94.70
Automatic Data Processing (ADP) 4.2 $4.7M 56k 83.37
Starbucks Corporation (SBUX) 4.0 $4.5M 55k 82.04
Oracle Corporation (ORCL) 3.6 $4.0M 90k 44.97
Walgreen Boots Alliance (WBA) 3.1 $3.5M 46k 76.20
Fastenal Company (FAST) 3.1 $3.4M 72k 47.56
Stryker Corporation (SYK) 3.0 $3.4M 36k 94.33
Affiliated Managers (AMG) 2.9 $3.2M 15k 212.21
General Electric Company 2.7 $3.0M 119k 25.27
Omni (OMC) 2.6 $2.9M 37k 77.47
Pepsi (PEP) 2.5 $2.8M 30k 94.58
Gilead Sciences (GILD) 2.1 $2.4M 25k 94.25
Intercontinental Exchange (ICE) 2.1 $2.4M 11k 219.30
Becton, Dickinson and (BDX) 2.1 $2.3M 17k 139.14
Mylan 1.9 $2.1M 37k 56.37
Symantec Corporation 1.8 $2.0M 78k 25.66
Directv 1.8 $2.0M 23k 86.71
Expeditors International of Washington (EXPD) 1.7 $1.9M 42k 44.62
State Street Corporation (STT) 1.6 $1.8M 23k 78.52
Air Products & Chemicals (APD) 1.6 $1.8M 13k 144.23
Cheesecake Factory Incorporated (CAKE) 1.6 $1.8M 35k 50.30
Accenture (ACN) 1.6 $1.7M 20k 89.32
AFLAC Incorporated (AFL) 1.6 $1.7M 28k 61.09
Thermo Fisher Scientific (TMO) 1.6 $1.7M 14k 125.29
Ritchie Bros. Auctioneers Inco 1.4 $1.5M 57k 26.89
Patterson Companies (PDCO) 1.3 $1.4M 30k 48.09
Google 1.2 $1.4M 2.6k 530.77
Google Inc Class C 1.2 $1.4M 2.6k 526.54
Johnson & Johnson (JNJ) 1.2 $1.3M 12k 104.53
Exxon Mobil Corporation (XOM) 1.0 $1.1M 12k 92.41
Intuit (INTU) 1.0 $1.1M 12k 92.16
Core Laboratories 0.9 $964k 8.0k 120.35
iShares MSCI EAFE Index Fund (EFA) 0.9 $967k 16k 60.86
Vanguard Emerging Markets ETF (VWO) 0.9 $968k 24k 40.02
Western Union Company (WU) 0.7 $788k 44k 17.91
Cdk Global Inc equities 0.7 $762k 19k 40.77
Suncor Energy (SU) 0.7 $720k 23k 31.77
Abbvie (ABBV) 0.7 $719k 11k 65.40
Scotts Miracle-Gro Company (SMG) 0.6 $704k 11k 62.30
Apple (AAPL) 0.6 $671k 6.1k 110.36
SYSCO Corporation (SYY) 0.6 $649k 16k 39.69
Abbott Laboratories (ABT) 0.5 $569k 13k 45.00
Adobe Systems Incorporated (ADBE) 0.5 $523k 7.2k 72.64
Walgreen Company 0.5 $517k 6.8k 76.03
Procter & Gamble Company (PG) 0.4 $475k 5.2k 91.00
Medtronic (MDT) 0.4 $462k 6.4k 72.19
Berkshire Hathaway (BRK.A) 0.4 $452k 2.00 226000.00
Equifax (EFX) 0.4 $437k 5.4k 80.93
Spdr S&p 500 Etf (SPY) 0.3 $373k 1.8k 205.40
JPMorgan Chase & Co. (JPM) 0.3 $351k 5.6k 62.54
Moody's Corporation (MCO) 0.3 $354k 3.7k 95.68
SPDR S&P MidCap 400 ETF (MDY) 0.3 $332k 1.3k 263.91
Gentex Corporation (GNTX) 0.3 $325k 9.0k 36.11
BorgWarner (BWA) 0.3 $309k 5.6k 54.88
Walt Disney Company (DIS) 0.3 $290k 3.1k 94.31
India Fund (IFN) 0.2 $281k 11k 25.78
Cintas Corporation (CTAS) 0.2 $271k 3.5k 78.55
HCC Insurance Holdings 0.2 $268k 5.0k 53.60
Qualcomm (QCOM) 0.2 $255k 3.4k 74.34
Staples 0.2 $232k 13k 18.14
Jacobs Engineering 0.2 $228k 5.1k 44.71
Pfizer (PFE) 0.2 $211k 6.8k 31.08
Knight Transportation 0.2 $208k 6.2k 33.68
Ecolab (ECL) 0.2 $202k 1.9k 104.66
Hsbc Usa Inc New preferred 0.2 $203k 9.0k 22.56